Beacon Legacy Group

Estate Planning Essentials: What Every Family Should Know
2025-10-06 16:00 - 17:00 (America/Chicago) | Oldham Theater, 15 Liberty Square, Sparta, Tennessee, 38583
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Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their loved ones, avoid unnecessary stress, and ensure their wishes are honored. In this workshop, you’ll learn the must-have documents every family needs, how to avoid common mistakes, and simple steps you can take now to secure your legacy. Whether you’re starting fresh or need to update an old plan, this session will give you clarity and confidence about protecting your family’s future.

Your Life, Your Legacy: A Guide to Estate Planning
2025-09-22 15:30 - 16:30 | Millard Oakley Public Library, 107 E. Main St., Livingston, Tennessee, 38570
Your Life, Your Legacy: A Guide to Estate Planning
A Free Educational Workshop
Your life is your story—make sure the next chapters reflect your wishes. This free estate planning workshop will guide you through the essential steps to protect your family, preserve your assets, and ensure your legacy lives on.
What You’ll Learn:

The difference between a will and a trust

How to avoid probate and unnecessary court involvement

Planning for incapacity and medical decisions

Protecting your home and savings from long-term care costs

How to ensure your wishes are honored

Whether you’re building a new plan or updating an old one, this workshop will equip you with the knowledge and tools to move forward with confidence.
No cost. No pressure. Just guidance you can trust.Reserve your seat today—space is limited!

The Roadmap to Protecting Your Family and Your Future
2025-09-22 13:00 - 14:00 | Clay County Senior Center, 145 Cordell Hull Dr, Celina, TN, 38551, United States
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The Roadmap to Protecting Your Family and Your Future
A Free Estate Planning Workshop
Don’t leave your family’s future to chance. This free workshop will give you a clear roadmap for protecting your loved ones, your assets, and your legacy.
Whether you’re just getting started or need to update your estate plan, we’ll guide you through the essential tools—wills, trusts, powers of attorney, and more—so you can make informed decisions with confidence.
You’ll Learn:

How to avoid probate and keep your affairs private

The difference between a will and a trust

How to protect your home and savings from long-term care costs

What happens if you become incapacitated

How to ensure your family is cared for, no matter what

Walk away with clarity, confidence, and peace of mind—knowing your family will be protected when it matters most.
Free to attend. Reserve your spot today.

Special Needs Planning Webianr: Legal and Financial Strategies
2025-09-10 12:00 - 13:00 | TN
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Caring for a loved one with special needs comes with unique challenges—especially when it comes to long-term financial security, medical care, and preserving eligibility for vital government benefits. Without the right plan in place, well-intentioned gifts or inheritances could unintentionally disqualify your loved one from receiving the support they need.
Join us for an informative webinar where our experienced attorneys will guide you through the essentials of special needs planning. We’ll cover:

Special Needs Trusts – what they are, how they work, and when to use them

Protecting Eligibility for Benefits such as SSI and Medicaid

Guardianship & Conservatorship considerations

Choosing the Right Trustees & Successors

Coordinating with Your Overall Estate Plan

Whether you’re a parent, grandparent, sibling, or caregiver, you’ll gain the tools and knowledge to create a plan that safeguards your loved one’s future while giving you peace of mind.
Who Should Attend:Anyone responsible for, or concerned about, the future care and financial well-being of a person with special needs.

Planning Today for Peace of Mind Tomorrow Workshop
2025-09-08 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Planning Today for Peace of Mind Tomorrow
A Free Estate Planning Workshop
Discover how thoughtful planning today can protect your loved ones and your legacy tomorrow. In this free, no-pressure workshop, you’ll learn how to create a personalized estate plan that reflects your wishes, avoids unnecessary court processes, and gives your family peace of mind.
Topics Include:

Wills vs. Trusts: What’s right for you?

Avoiding probate and costly delays

Planning for incapacity or medical emergencies

Protecting your home and savings from long-term care costs

Ensuring your wishes are honored

Whether you’re starting from scratch or need to update an existing plan, this session will empower you to make confident decisions for the future.

Estate Planning and Investing for Bitcoiner's
2025-08-26 12:00 - 13:00 | TN
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Secure Your Crypto. Protect Your Legacy.
You’ve worked hard to build your Bitcoin portfolio—but what happens to your digital assets if something happens to you?
Most crypto investors don’t realize that without a legal plan, their Bitcoin can be lost forever. Join our free, live webinar to learn how to protect your digital wealth and ensure your family isn’t locked out of your financial legacy.
In this 45-minute session, we’ll cover:

How to legally pass on your Bitcoin and other crypto assets

The biggest mistakes crypto holders make in estate planning

Tools like wills, trusts, and digital vaults to secure your keys

How to avoid probate, reduce taxes, and make sure your loved ones can access what you’ve built

Whether you’re just starting or deep into DeFi, this webinar will give you peace of mind and practical steps to take action.
🗓️ August 26 at 12:00 PM💻 Free and online — join from anywhere🎙️ Presented by Tyler Lannom
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Estate Planning Workshop
2025-08-25 17:00 - 18:00 | Art Circle Public Library, 3 East St., Crossville, TN, 38555, United States
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Join us for a free, educational workshop where you’ll learn how to safeguard your assets, provide for your loved ones, and gain peace of mind. Whether you’re just starting your planning journey or need to update existing documents, this workshop is designed to give you the tools and understanding you need to make informed decisions.
✅ What You’ll Learn:

The basics of estate planning: Wills, trusts, powers of attorney, and healthcare directives

How to avoid probate and protect your privacy

How to plan for incapacity, long-term care, and guardianship

Common mistakes and how to avoid them

Asset protection strategies for families and business owners

The truth about DIY wills and online templates

👥 Who Should Attend:

Adults of any age who want to plan or update their estate

Families caring for aging parents or young children

Professionals or retirees concerned about legacy planning

Business owners looking to protect their business and succession planning

Estate Planning Workshop
2025-08-18 16:00 - 17:00 | Magness Public Library 118 W Main St McMinnville, TN 37110
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Join us for a free, educational workshop where you’ll learn how to safeguard your assets, provide for your loved ones, and gain peace of mind. Whether you’re just starting your planning journey or need to update existing documents, this workshop is designed to give you the tools and understanding you need to make informed decisions.
✅ What You’ll Learn:

The basics of estate planning: Wills, trusts, powers of attorney, and healthcare directives

How to avoid probate and protect your privacy

How to plan for incapacity, long-term care, and guardianship

Common mistakes and how to avoid them

Asset protection strategies for families and business owners

The truth about DIY wills and online templates

👥 Who Should Attend:

Adults of any age who want to plan or update their estate

Families caring for aging parents or young children

Professionals or retirees concerned about legacy planning

Business owners looking to protect their business and succession plans

Special Needs Planning Seminar | Waves Inc.
2025-08-11 16:00 - 17:00 | WAVES, 1405B Brookwood Ave, Franklin, 37064, United States
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Legal and Financial Strategies for Lifelong Care
Prepare Today for a Secure Tomorrow
Join us for an essential workshop designed for families and caregivers of loved ones with special needs or long-term care concerns. Legal and Financial Strategies for Lifelong Care will equip you with the tools and knowledge needed to make informed decisions that protect your family’s future.
Led by experienced estate planning and elder law professionals, this workshop will cover:

Special Needs Trusts and how they preserve benefits

Guardianship and Conservatorship options

Planning for public benefits like Medicaid and SSI

Protecting assets while ensuring quality care

Long-term housing and care considerations

Financial strategies for sustainable caregiving

Whether you’re planning for a child with special needs, an aging parent, or your own future, this free workshop offers practical steps you can take now to ensure peace of mind later.
Who Should Attend:

Parents of children with special needs

Adult children caring for aging parents

Anyone concerned about long-term care costs and planning

Reserve your seat today and start building a plan that provides lifelong protection and support.

The Forgotten Beneficiary: The Estate Planning Ghost That Won’t Stay Quiet
2025-08-07 08:00 - 17:00 | TN
When most people finish their estate plan, they feel relieved — as if it’s all wrapped up and ready to go. But one overlooked detail can come back to haunt your loved ones: the forgotten beneficiary.
Whether it’s an ex-spouse still listed on a life insurance policy, a child accidentally left out of a trust, or a retirement account with outdated instructions, these silent mistakes can lead to family conflict, legal disputes, and broken relationships.
Let’s talk about why this happens — and how to make sure your estate plan doesn’t leave anyone behind.
Where Forgotten Beneficiaries Linger
Most people assume that their will or trust controls everything. But in Tennessee (and everywhere else), certain accounts and policies don’t follow your will — they follow the beneficiary designation on file.
That includes:

Life insurance policies

IRAs and 401(k)s

Bank and investment accounts with TOD/POD instructions

Annuities

Some business agreements

If those designations are outdated, the wrong person gets the money — no matter what your will says.
A Real-Life Nightmare Scenario
Imagine this: You remarry but forget to update your IRA beneficiary. Years later, you pass away, and your ex-spouse ends up receiving hundreds of thousands of dollars. Your new spouse? Legally entitled to nothing from that account.
Tennessee courts follow the written designation, not your “intent.” The only way to fix it is to get it right while you’re still here.
Common Ways People Leave Someone Out (Without Meaning To)

Forgetting to add a new child or grandchild

Leaving an ex-spouse on old paperwork

Failing to name contingent (backup) beneficiaries

Using vague language like “my children” when family dynamics are complex

Creating a trust, but not updating beneficiary forms to name the trust

Why It Matters Under Tennessee Law
Tennessee recognizes the power of beneficiary designations — they override your will and trust if they’re in conflict. Plus, if someone believes they were wrongly excluded, they might take your estate to court.
That can:

Drain your estate in legal fees

Delay distributions for months or even years

Create deep divisions in your family

How to Keep Your Plan Quiet and Clear

Keep a Master ListWrite down every account, policy, and asset that has a beneficiary designation. Keep it updated and accessible.

Coordinate with Your Estate PlanYour trust and your beneficiary forms should work together — not against each other. In many cases, you may want to name your trust as the beneficiary.

Review After Every Life EventMarriage, divorce, new child, death in the family — any major change should trigger a review of your plan and your beneficiaries.

Get Legal GuidanceAn estate planning attorney familiar with Tennessee law can help you avoid costly mistakes and coordinate all your documents.

Don’t Let Regret Speak Louder Than Your Wishes
Estate planning isn’t just about paperwork — it’s about protecting your family from confusion, delays, and heartbreak. The forgotten beneficiary may be silent now, but if you don’t fix the issue, they won’t stay quiet forever.
At Beacon Legacy Group, we help families throughout Tennessee build estate plans that truly reflect their values and wishes — including updating every detail that matters.
Need to review your beneficiary designations?We’re here to help you get it right the first time.

Planning for the Future: Estate Planning During Learning Disabilities Awareness Month
2025-08-07 08:00 - 17:00 | TN
October is Learning Disabilities Awareness Month — and it’s a powerful reminder of how important it is to plan ahead when you’re caring for someone with unique needs.
At Beacon Legacy Group, we help Tennessee families build estate plans that protect their loved ones without putting government benefits or future care at risk. Whether your loved one needs occasional support or full-time care, the right plan brings clarity, control, and peace of mind.
Why Planning Matters
Without proper planning:

Your loved one could lose access to benefits like SSI or TennCare

Courts may have to step in to decide who handles care and finances

Family members may disagree on what’s best

How You Can Protect Them
The most effective tools often include:

A Special Needs Trust to hold assets without affecting benefits

A Letter of Intent that outlines personal care instructions

Power of Attorney or Guardianship depending on capacity

Updated beneficiary designations to avoid disqualifying gifts

We’re Here to Help
This month — and every month — we’re here to help you protect your loved one’s future.
Let’s build a plan that works — for your family, and for theirs.
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Estate Planning Nightmares: Real-Life Mistakes That Haunt Families
2025-08-07 08:00 - 17:00 | TN
Estate planning is meant to make life easier for your loved ones — but when it’s done wrong (or not at all), it can lead to family tension, court battles, and assets tied up for years. These aren’t just hypothetical horror stories. In Tennessee, we see these estate planning nightmares unfold more often than you’d think.
Let’s break down a few common (and avoidable) mistakes that can cause lasting problems — and how to make sure they don’t happen to your family.
Mistake #1: Not Having a Will or Trust
When someone dies without a will in Tennessee, the state decides who gets what. It’s called dying intestate, and it can create chaos. The court appoints an administrator, which may not be the person your family would have chosen. And if there’s conflict? It gets ugly fast.
How to avoid it:At the very least, create a basic will. Even better — set up a revocable living trust, especially if you want to avoid probate and keep things private and smooth for your loved ones.
Mistake #2: Naming the Wrong People
We’ve seen ex-spouses still listed as beneficiaries or irresponsible siblings put in charge of the estate. Naming the wrong executor, trustee, or power of attorney can delay everything or even lead to litigation.
How to avoid it:Review your documents regularly — especially after big life changes like marriage, divorce, or the birth of a child. Make sure you trust the people you’ve chosen to carry out your wishes.
Mistake #3: Not Planning for Incapacity
Estate planning isn’t just about what happens when you die. If you become unable to make decisions due to illness or injury, who will speak for you?
In Tennessee, without a power of attorney and healthcare directive, your family might have to petition the court for a conservatorship — a long and costly process.
How to avoid it:Sign a durable power of attorney and a healthcare directive now. These documents give someone you trust the legal authority to act on your behalf if you’re unable to do so.
Mistake #4: Leaving Out Digital Assets
Families often can’t access a loved one’s email, social media, or online bank accounts after they pass — even with a will.
Tennessee follows the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). It allows access to digital assets only if you’ve given express permission in your estate plan and the platform’s terms allow it.
How to avoid it:Include digital asset instructions in your will or trust. Also, keep an inventory of your accounts and store login details securely (never in the will itself).
Mistake #5: Keeping Secrets
Surprises after death rarely go over well. Whether it’s an unknown bank account, a hidden heir, or unequal distributions, lack of communication can break families apart.
How to avoid it:Talk with your family — or at least your executor or trustee — about your wishes. A clear plan brings peace of mind, not just for you, but for everyone involved.
Plan Ahead — and Review Often
Your estate plan isn’t something you do once and forget. Laws change. Families change. Assets change. A plan that made sense five years ago might not work today.
At Beacon Legacy Group, we help Tennessee families build estate plans that actually work when the time comes — including clear digital planning, powers of attorney, and practical guidance to avoid court drama.
Ready to build or review your plan?We’re here to help you protect your people, property, and peace of mind.

Estate Planning Webinar: Step By Step Guide
2025-08-05 12:00 - 13:00 | TN
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Estate Planning Essentials: Protect What Matters Most
Free Educational Webinar
Planning for the future doesn’t have to be overwhelming. Join us for our Estate Planning Essentials webinar, where we’ll walk you through the critical steps to safeguard your assets, provide for your loved ones, and ensure your wishes are honored—no matter what life brings.
In this informative and engaging session, you’ll learn:

Why a will alone may not be enough

The benefits of a Revocable Living Trust

How to avoid probate and maintain privacy

What happens if you become incapacitated without a plan

The roles of Powers of Attorney and Healthcare Directives

How to protect your children and grandchildren through thoughtful planning

This webinar is ideal for individuals and couples of all ages who want to:

Protect their home, savings, and legacy

Make things easier for their family

Gain peace of mind through proper legal planning

Your Legacy, Your Way: Smart Planning for Every Stage
2025-07-29 17:00 - 18:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
Your Legacy, Your Way: Smart Planning for Every Stage
A Free Estate Planning Workshop
No matter your age or life stage, it’s never too early—or too late—to start planning your legacy. In this free educational workshop, we’ll walk you through practical, effective strategies to protect your loved ones, avoid unnecessary court involvement, and ensure your wishes are carried out.
What You’ll Learn:

How to use wills and trusts to control your assets

Ways to avoid probate and reduce legal costs

Planning for incapacity and medical decisions

Protecting your home and savings from long-term care expenses

How to create a plan that fits your life—right now and in the future

Whether you’re starting a family, planning for retirement, or managing aging parents, this workshop is designed to give you clear guidance and peace of mind.
🗓️ Free to attend — but space is limited. Reserve your seat today!

Free Special Needs Webinar
2025-07-29 12:00 - 13:00 | TN
Join us for an inspiring and educational free online webinar designed for families, educators, caregivers, and advocates in the special needs community.
This virtual session will cover key topics including:

Understanding diverse learning needs

Accessing support services and resources

Strategies for inclusive education and caregiving

Whether you’re a parent navigating the challenges of special education or an educator seeking inclusive tools, this event offers valuable insights and practical guidance.

Estate Planning Workshop
2025-07-28 16:00 - 17:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
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Join us for a free, in-person workshop where you’ll learn how to safeguard your family, your assets, and your wishes — no legal background needed!

What You’ll Discover:

The difference between wills and trusts (and which one you need)

How to avoid probate and unnecessary legal costs

Planning for incapacity and long-term care

Naming guardians for minor children and protecting inheritances

What happens if you do nothing — and how to avoid it

This interactive session includes real-life examples, practical tips, and time for your questions. You’ll leave empowered to take control of your future.

Estate Planning Webinar
2025-07-15 12:00 - 13:00 | TN
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🌟 Free Estate Planning Webinar: Secure Your Legacy
Protect what matters most — your family, your wishes, and your peace of mind. Join us for a free estate planning webinar that walks you through the essential steps to safeguard your future.

✅ In This 30-Minute Webinar, You’ll Learn:

What happens if you don’t have a will or trust in place

The difference between wills, trusts, powers of attorney, and advance directives

How to avoid probate and protect your family from court involvement

Strategies to prepare for incapacity and long-term care

Common estate planning mistakes (and how to avoid them)

How a clear plan can save your family time, money, and stress

📆 Reserve Your Spot Today!

Estate Planning Workshop
2025-07-08 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Join us for an informative and engaging Estate Planning Workshop designed to help you take control of your future and protect what matters most. Whether you’re just starting to think about creating a plan or need to update an existing one, this workshop will give you the tools and knowledge to make informed decisions.
In this workshop, you will learn:

The Probate Process: What it is, why it matters, and how to avoid it.

Key Estate Planning Documents: Wills, trusts, powers of attorney, and advance healthcare directives explained in simple terms.

Avoiding Common Mistakes: Discover the pitfalls that can undermine your estate plan and how to prevent them.

Protecting Your Assets and Loved Ones: Strategies to minimize taxes, protect against creditors, and provide for your family.

Planning for Incapacity: How to ensure your wishes are honored if you become unable to make decisions.

Special Topics: Asset protection, Medicaid planning, and planning for blended families or special needs beneficiaries.

Estate Planning Webinar
2025-07-01 12:00 - 13:00, 2025-06-24 12:00 - 13:00 | TN
Plan Today. Protect Tomorrow.
Join our Online Estate Planning Webinar and get the knowledge you need to secure your family’s future — from the comfort of your home. Whether you’re starting from scratch or updating an existing plan, this interactive session will walk you through the essentials of protecting your assets and making your wishes clear.
In this webinar, you’ll learn:

Why Estate Planning Matters: Avoid probate, protect your loved ones, and maintain control of your assets.

Key Documents Explained: Wills, trusts, powers of attorney, and advance healthcare directives in easy-to-understand terms.

Common Mistakes to Avoid: How poor planning can create confusion, delays, and unnecessary expenses.

Asset Protection Strategies: Tips for reducing taxes, shielding assets from creditors, and preserving wealth.

Planning for Incapacity: Ensure that trusted individuals can make decisions for you if you’re unable to.

Understanding Probate: What You Need to Know
2025-06-30 12:00 - 13:00 | TN
Join our free Probate Online Webinar and gain clarity on the probate process, your responsibilities, and how to avoid common pitfalls. Whether you’re an executor, beneficiary, or simply want to understand how probate works, this webinar will provide practical guidance and answers to your questions.
Date: June 30Time: 12:00 PM
In this webinar, you will learn:

What probate is and why it matters

How to navigate the probate court process

Common mistakes and how to avoid them

Tips for protecting assets and handling disputes

When and how to seek professional help

Train The Trustee Webinar
2025-06-17 12:00 - 13:00 | TN
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Empowering Trustees to Succeed With Confidence
Serving as a trustee is an important responsibility — but it can also be overwhelming. Our Train the Trustee Webinar is designed to give trustees, successor trustees, and family members the knowledge and tools they need to confidently carry out their duties and avoid costly mistakes.
In this webinar, you’ll learn:

The Trustee’s Role & Legal Duties: Understanding fiduciary obligations and key responsibilities.

Trust Administration Basics: From gathering assets to managing distributions and investments.

Common Pitfalls to Avoid: Learn what not to do to protect yourself and the trust assets.

Communication & Record-Keeping: Best practices for working with beneficiaries and maintaining proper documentation.

When to Seek Professional Help: Knowing when legal, tax, or financial advisors are needed.

Estate Planning Workshop
2025-06-09 16:00 - 17:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
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Protect Your Legacy. Plan for the Future.
Join us for an informative and engaging Estate Planning Workshop designed to help you take control of your future and protect what matters most. Whether you’re just starting to think about creating a plan or need to update an existing one, this workshop will give you the tools and knowledge to make informed decisions.
In this workshop, you will learn:

The Probate Process: What it is, why it matters, and how to avoid it.

Key Estate Planning Documents: Wills, trusts, powers of attorney, and advance healthcare directives explained in simple terms.

Avoiding Common Mistakes: Discover the pitfalls that can undermine your estate plan and how to prevent them.

Protecting Your Assets and Loved Ones: Strategies to minimize taxes, protect against creditors, and provide for your family.

Planning for Incapacity: How to ensure your wishes are honored if you become unable to make decisions.

Special Topics: Asset protection, Medicaid planning, and planning for blended families or special needs beneficiaries.

Sign Up Here: Estate Planning Fairfield Glade Community – My WordPress

Estate Planning Workshop
2025-06-02 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Sign Up for the Workshop

Protect Your Legacy. Plan for the Future.
Join us for an informative and engaging Estate Planning Workshop designed to help you take control of your future and protect what matters most. Whether you’re just starting to think about creating a plan or need to update an existing one, this workshop will give you the tools and knowledge to make informed decisions.
In this workshop, you will learn:

The Probate Process: What it is, why it matters, and how to avoid it.

Key Estate Planning Documents: Wills, trusts, powers of attorney, and advance healthcare directives explained in simple terms.

Avoiding Common Mistakes: Discover the pitfalls that can undermine your estate plan and how to prevent them.

Protecting Your Assets and Loved Ones: Strategies to minimize taxes, protect against creditors, and provide for your family.

Planning for Incapacity: How to ensure your wishes are honored if you become unable to make decisions.

Special Topics: Asset protection, Medicaid planning, and planning for blended families or special needs beneficiaries.

Long-Term Care Planning Webinar
2025-05-28 12:00 - 13:00 | TN
Long-Term Care Planning Webinar: Protect Your Assets, Plan for Peace of Mind
Are you or a loved one concerned about the rising cost of nursing home care? Join us for an eye-opening FREE online webinar where we’ll guide you through the essential steps of preparing for long-term care—without losing everything you’ve worked for.
What You’ll Learn:

The real costs of long-term care in Tennessee—and who actually pays

The difference between Medicare and Medicaid (and why most families misunderstand them)

How to qualify for Medicaid without spending down all your assets

The role of Medicaid Compliant Annuities and Asset Protection Trusts

Strategies to protect your home, savings, and legacy from nursing home costs

How to plan ahead for yourself, your spouse, or aging parents

Who Should Attend:

Retirees and near-retirees

Adult children concerned about aging parents

Families facing a recent diagnosis or decline in health

Anyone wanting to avoid crisis-mode decision-making

Sign Up Here: https://my.demio.com/ref/pvhRpIomlDuFZ0SUutm_source=Website&
utm_medium=campaign+medium+*&utm_campaign=
Long-Term-Care-Planning-Webinar

Estate Planning Workshop
2025-05-19 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Join us for an informative and engaging Estate Planning Workshop hosted by Beacon Legacy Group, where our experienced estate planning attorneys will guide you through the essential steps to protect your family, assets, and future.
What You’ll Learn:
✅ The key documents every estate plan should have✅ How to avoid probate and reduce unnecessary expenses✅ Strategies to protect your assets for future generations✅ How to ensure your medical and financial wishes are honored✅ The difference between a Will and a Trust – and which is right for you
Who Should Attend?
This workshop is perfect for anyone who wants to gain peace of mind. Whether you’re just starting your estate planning journey or need to update an existing plan, this event is for you!
📍 Location: Leslie Town Centre📅 Date & Time: May 19, 2025 | 4:00 PM📞 Sign Up Here: Estate Planning Leslie Town Centre – My WordPress

Estate Planning Workshop
2025-05-14 16:30 - 17:30 | Millard Oakley Public Library, 107 E. Main St., Livingston, Tennessee, 38570
Join us for a free, engaging, and informative Estate Planning Workshop designed to help you take control of your future and protect the people you love most. Whether you’re just starting to think about your estate plan or need to update an existing one, this workshop will walk you through everything you need to know.
What You’ll Learn:

The probate process and how to avoid it

How to plan for incapacity and ensure your wishes are honored

The difference between Wills and Trusts, and which might be right for you

How to protect your assets from long-term care costs, lawsuits, or unnecessary taxes

Why having only a Will may not be enough in Tennessee

How to keep your family out of court and out of conflict

Call Us Today to Sign Up!! 931-651-1900

Legal and Financial Strategies Workshop
2025-05-12 16:00 - 17:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
An Estate Planning Workshop with Beacon Legacy Group & Witt Financial
Join us for an empowering and informative workshop designed to help you protect what matters most—your family, your assets, and your legacy. Presented in partnership with the trusted financial advisors at Witt Financial, this event will walk you through essential legal and financial strategies that provide true peace of mind.
In this workshop, you’ll learn:

✅ The difference between a Will and a Trust—and which is right for your family

✅ How to avoid probate and protect your estate from unnecessary court involvement

✅ Planning for incapacity: Powers of Attorney and healthcare directives you need

✅ Financial strategies to safeguard your retirement and preserve your wealth

✅ How to minimize taxes and plan for long-term care costs

✅ Smart coordination between your estate plan and financial plan

Whether you’re just starting to think about estate planning or looking to update your current documents, this workshop will give you the clarity and confidence to take the next step.
Sign Up Here: Your Future, Your Plan The Fairfield Glade Community Center – My WordPress

Estate Planning Webinar
2025-05-05 12:00 - 13:00 | TN
Join our free online estate planning webinar and learn how to protect your assets, avoid probate, and ensure your loved ones are cared for. Our experienced estate planning attorney will guide you through wills, trusts, powers of attorney, healthcare directives, and asset protection strategies—all from the comfort of your home. Whether you’re just starting or need to update an existing plan, this webinar provides the knowledge and tools to make informed decisions.

Sign Up Here: Estate Planning Webinar – My WordPress

Special Needs Webinar
2025-04-30 12:00 - 13:00 | TN
Planning for a loved one with special needs can feel overwhelming—but it doesn’t have to be. In this free educational webinar, our attorneys will walk you through the essential steps every family should take to create a secure and supportive plan for their loved one with a disability.
You’ll learn:
✅ How to preserve government benefits like SSI and Medicaid✅ What a Special Needs Trust is—and why it’s critical✅ The difference between First-Party and Third-Party Trusts✅ The role of Trustees, and how to choose the right one✅ How to integrate long-term care and financial planning✅ Steps you can take now to ensure stability and peace of mind in the future
Whether you’re a parent, grandparent, or caregiver, this webinar is designed to give you the knowledge and confidence to make informed decisions that protect your loved one’s future.
Reserve your spot today and take the first step toward peace of mind.
Sign Up Here: https://my.demio.com/ref/J13DUqDmDjy7Ofjt
